PTUZX Mutual Fund

PTUZX Mutual Fund

NAV$9.42
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Returns Overview

1 Month
-1.32%
3 Months
-0.46%
6 Months
-0.96%
YTD
-0.58%
1 Year
+3.15%
3 Years (annualized)
+4.12%
5 Years (annualized)
-0.41%
10 Years (annualized)
+1.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PTUZX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays US Aggregate Bond Total Return USD(^BBUSATR)
This Mutual Fund (YTD)
-0.58%
Peer Avg (YTD)
+0.12%
vs Peers
-0.70%

PTUZX Mutual Fund Performance

PTUZX performance across multiple time periods: 1-month -1.32%, YTD -0.58%, 1-year 3.15%, 3-year 4.12%, 5-year -0.41%, 10-year 1.43%.

PTUZX returns trail the peer average of 0.12% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

PTUZX vs another fund shows side-by-side returns. PTUZX alternatives are available in the Mutual Fund Screener.